EM Fund Stock Recommendations and Country Commentary (June 9, 2024)
Since the beginning of June, more April or May fact sheets have been made available and there is also new information available for a number of funds. India or Indian elections:
matthews asia I have a fragment like this:
Franklin Templeton I have a fragment like this:
🇮🇳 Emerging Market Insights: India Chooses. – Elections in India, China’s IPO pipeline and US interest rates dominate the emerging markets equities team’s attention for this issue. The team shares its latest outlook.
🇮🇳 India’s Post-Election Growth Prospects and Investment Opportunities – With the Indian election results in the works for several weeks, Hari Shyamsunder, Senior Client Portfolio Manager at Franklin Templeton Emerging Markets Equity, discusses the implications of the election results. Hari also explores the key trends stimulating India’s economic growth and long-term investment prospects.
🇮🇳 Indian elections: BJP’s majority shrinks, but focus remains on growth – A long-term focus is important when it comes to the Indian election, and our emerging markets equities team does not expect any major policy changes in Modi’s third term.
🚨 There is this article on Wealth Briefing Quotes from various Indian fund managers: Regarding recent election results: Asset Briefing: Investment Managers’ Reaction to India’s Election Results – With Indian Prime Minister Narendra Modi set to remain in power after the general election, investment managers discuss the implications despite the Bharatiya Janata Party (BJP) losing its parliamentary majority for the first time in a decade.
Association of Investment Companies (AIC) – UK There was an article a month ago that mentioned several Indian trusts. jewel in the crown – How Ian Cowie fell in love with Indian oracles.
📈🇮🇳 JPMorgan India Investment Trust plc (theory: JII) april Commentary (a few paragraphs) is now available. I mentioned that contributors are included. Commodity Derivatives Exchange Multi-commodity exchange in India (NSE: MCX / spring: 534091), Indian conglomerate Mahindra & Mahindra (NSE: MM / spring: 500520 /OTCMKTS: MAHMF)and Eicher Motors (NSE: Acemot / spring: 505200) – listed parents royal enfieldA global leader in middleweight motorcycles. Kotak Mahindra Bank (NSE: bank box / spring: 500247) The RBI has been maligned for imposing restrictions on digital and credit card businesses.
